Content Comparison

Fill in the following for the locations you would like to add. 

1. LocationID (required):

1.  Enter the exact LocationIDs for the locations you wish to add in this column. 

   Note
   Add each location on a separate line in the spreadsheet.

   
   

2. Quantity (required):

1.  Enter the number of work orders for each locations, which is usually one (1). 
2. Subtotal (required):

1. Enter the agreed upon price or NTE amount for the service.
2. Tax (required):

1. Enter the tax in this column, if applicable. If there is no tax, enter 0.00 in the column.

2. Tax2Type

1. : This column can typically be left blank (mainly used for Canada). 

2. Tax2: This column can typically be left blank (mainly used for Canada).
   
   

   Rw ui expands macro
   Rw expand title + Expand the section to see the example of how to fill in the tax columns for locations in Canada. Tax. Use this column to enter the tax value when the tax is GST.  Tax2Type. Use this column to enter other tax types (e.g. HST, QST, PST, and others)  Tax 2. Use this column to enter the tax value for Tax2Type taxes. Image Modified

   
   

3. CallerIDNotRequired (required): If you allow the service provider to call into the IVR from any phone number (not justrestricted/blocked), enter

1. TRUE in the last

1. column. If IVR is restricted and a telecom file is loaded, then this does not apply, so enter

1. FALSE. 

2. PO Number: Enter the work order purchase order number. It will appear on the generated work order for a specific location.
   
   

   Note
   Contact your ServiceChannel manager to have the Merge Assets and Add All Assets of Asset Types columns available in the template.

   
   

3. Merge Assets: Enter TRUE to merge all assets from a specific location to generate one PM work order for all assets. 
   Enter FALSEif you do not want to merge the assets.
   
   

   Warning
   Do not leave the Merge Assets field blank. Otherwise, the template will fail to upload.

   
   

4. Add All Assets of Asset Types: Enter the name of the asset type. All assets belonging to the specified types will be merged into a single PM work order for the specified location. 
   Use a comma to enter more than one asset type name in the same cell. For example: Air Fryer, Back Area, HVAC. Leave the field blank if you do not want to attach all assets of the type to a work order.  
   
   

   Warning
   The primary or additional trade of the asset type should match the trade of the PM service for the template to be loaded successfully.

   
   

• If any errors found during import will be displayed so you can fix them.  Click Discard to fix the errors and upload the template again.
• If no errors are found, click Submit to update your locations. Your newly added locations along with pricing will appear in the Locations List at the bottom of the page.